Aberdeen Group
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Aberdeen Group’s U-Haul Holding Co UHAL Stock Holding History

Aberdeen Group’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-9,290
Closed -$473K – 931
2022
Q3 		$473K Sell
9,290
-8,790
-49% -$461K ﹤0.01% 846
2022
Q2 		$865K Buy
18,080
+1,710
+10% +$88.4K ﹤0.01% 804
2022
Q1 		$978K Buy
16,370
+7,960
+95% +$491K ﹤0.01% 828
2021
Q4 		$611K Buy
8,410
+40
+0.5% +$2.88K ﹤0.01% 947
2021
Q3 		$541K Buy
+8,370
New +$525K ﹤0.01% 953
2021
Q2 		– Sell
-6,790
Closed -$416K – 1037
2021
Q1 		$416K Buy
+6,790
New +$361K ﹤0.01% 924
2019
Q4 		– Sell
-5,130
Closed -$200K – 951
2019
Q3 		$200K Buy
+5,130
New +$190K ﹤0.01% 918

Other funds holding UHAL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
A
AustralianSuper Melbourne, Australia $19.2B AUM 31.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aberdeen Group's UHAL Position: Q4 2022 in Review

Aberdeen Group sold out of U-Haul Holding Co (UHAL) in Q4 2022, closing a stake of 9,290 shares — an estimated $473K sold.

Aberdeen Group first reported a position in UHAL in Q3 2019 and held it in 7 quarters. The position peaked at $978K in Q1 2022. 214 funds tracked by Wall St. Rank hold UHAL as of Q4 2022.

  • Aberdeen Group reported no remaining U-Haul Holding Co position as of Q4 2022 after selling out during the quarter.
  • Aberdeen Group sold 9,290 U-Haul Holding Co shares in Q4 2022, an estimated $473K.
  • Aberdeen Group first reported a position in U-Haul Holding Co in Q3 2019 and held it in 7 quarters.
  • Aberdeen Group's U-Haul Holding Co position peaked at $978K in Q1 2022.
  • 214 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q4 2022.

Based on Aberdeen Group's 13F filing for Q4 2022, filed 10 Feb 2023.